Welcome to Fortify Financial Services!

 

Fortify (for·ti·fy), verb, To fortify is defined as to make something stronger, to strengthen against attack.

We take our name seriously. Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things including the responsibility and concerns of managing and preserving it. We help clients address their five biggest concerns: preserving their wealth, reducing taxes, taking care of their heirs, estate planning strategies and charitable giving.

We start a relationship with clients having a conversation about, “What is important about money to you?” A simple question many have never thought about. This conversation is the foundation we build everything on. Our vision statement says it all: “It's about people, not products.”